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Montrusco Bolton Investments Inc.

● SEC registered since 2010CRD 154475SEC# 801-71803Montreal, Quebec
Export (members)
Ranks #557 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$12.26B
Fund GAV
$665.6M
Private funds
2
Employees
65
Accounts
607
Location
Montreal, Quebec

Montrusco Bolton Investments Inc. assets under management

Montrusco Bolton Investments Inc. is a registered investment adviser overseen by the SEC based in Montreal, Quebec. The firm has been registered since 2010. It reports $12.3 billion in regulatory assets under management and employs 65 people. Montrusco Bolton Investments Inc. manages 2 private funds with combined gross assets of $665.6 million, including Montrusco Bolton Global Equity Fund. By regulatory assets, it ranks 557 of 5,911 private fund managers.

Montrusco Bolton Investments Inc. private funds

2 funds · $665.6M GAV
FundTypeGross assetsMin.
Montrusco Bolton Global Equity FundPrivate Equity$604.4M$150K
Montrusco Bolton U.S. Equity FundPrivate Equity$61.2M$150K

Montrusco Bolton Investments Inc. owners & executives

46 reported
NameTitleOwnershipSince
Ale Badara Niang ControlVice President, Chief Technology OfficerUnder 5%2017
Alexis ArquieShareholderUnder 5%2024
Alia DrouinShareholderUnder 5%2024
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Frequently asked questions

How much does Montrusco Bolton Investments Inc. manage?

Montrusco Bolton Investments Inc. reports $12.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Montrusco Bolton Investments Inc. manage?

Montrusco Bolton Investments Inc. manages 2 private funds with combined gross assets of $665.6 million.

How many employees does Montrusco Bolton Investments Inc. have?

Montrusco Bolton Investments Inc. reports 65 employees.

Where is Montrusco Bolton Investments Inc. located?

Montrusco Bolton Investments Inc. is based in Montreal, Quebec and has been SEC-registered since 2010.

Does Montrusco Bolton Investments Inc. disclose fund performance?

Montrusco Bolton Investments Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1501 McGill College Avenue, Suite 1200, Montreal, Quebec H3A 3M8
Phone1-514-842-6464
Fax514-282-2550
Office hours9:00 a.m. - 5:00 p.m.
SEC regionHQ
CIK1475940
Discloses disciplinary historyNo

Assets under management

Discretionary$12.26B
Non-discretionary$0
Total (RAUM)$12.26B

Service providers

Custodian
Administrator